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Sponsor portfolio

VARNEY, INC.

EIN 54-0791615-construction-Latest filing 2025
Plans
3
Retirement
2
$19.3M assets
Welfare
1
$209K premiums
Participants
638
1401 MUNICIPAL ROAD NW - ROANOKE, VA 24012540-343-0155varneyinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$11.1M - 250 part#002401k-$8.2M - 222 part#501Mixed-$209K - 238 lives

Retirement portfolio analytics

2 plans aggregated / $19.3M assets / 472 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#003)58%
  • PROFIT SHARING PLAN (#002)42%
Total $19.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)250
  • PROFIT SHARING PLAN (#002)222
Total 472Click row to drill in

Benefits portfolio analytics

1 plan / $209K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$81K
  • Other$58K
  • Short-term disability$39K
  • Life$24K
  • Long-term disability$15K
  • Vision$15K
Total $209K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY54%
  • DELTA DENTAL OF CALIFORNIA39%
  • HUMANA INSURANCE COMPANY7%
Total $209K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • D&S LIFE AGENCY INC94%
  • D&S LIFE AGENCY INSURANCE6%
Total $25K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VARNEY, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$11.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VARNEY, INC. 401(K) & PROFIT SHARING PLAN

401k

Assets$8.2M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VARNEY, INC. FLEXIBLE BENEFIT PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$209K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003VARNEY, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$11.1M2502024
002VARNEY, INC. 401(K) & PROFIT SHARING PLAN401k$8.2M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VARNEY, INC. FLEXIBLE BENEFIT PLANMixedDELTA DENTAL OF VIRGINIA$209K2382025
Retirement plans
Welfare plans
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